Description
Learn planning solutions and how to identify potential issues in kinship proceedings.This topic will discuss kinship proceedings in New York State. This information will help you identify and explain the different types of kinship proceedings in New York. It will discuss the estate administration process and eventual settlement, as well as the attorney’s role throughout the proceedings. Following the material you will be able to identify potential issues, which may arise during the estate administration, as well as planning solutions during the decedent’s lifetime to avoid said potential problems.
Date: 2020-12-10 Start Time: End Time:
Learning Objectives
What Is a Kinship Proceeding?
• Distributee vs. Beneficiary
• Intestacy Statute
Types of Kinship Proceedings
• Probate
• Administration
• Voluntary Administration (Small Estate)
Administering the Estate
• Collecting Assets
• Final Debts/Expenses
• Valuations
• Creditor’s Claims
• Attorney’s Role
Account and Settling of Estates
• Formal vs. Informal Settlement
Preparing for a Kinship Proceeding and Identifying Potential Problems
• Planning for Remote Relatives
• Disinheriting Next of Kin/Right of Elective Share
• Infants and Incompetents
• Ancillary Probate Proceedings
• Charitable Bequests
CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Courtney L. DeLia, Esq.-Hancock Estabrook, LLP
